Client intake without a portal: collect answers by email, privately

Published 26 September 2026 · Updated 4 October 2026 · Automating Word templates

Client portals mean another login for the client and another system holding their data. Clausery takes a different route: the questionnaire travels as a file.

How it works

1. In any draft, open the review step and choose Create client intake form. You get a single HTML file that contains only the questions, with no document and no previous answers.
2. Email it to the client, or share it the way you already share documents with them.
3. The client double-clicks the file. It opens in their browser, works offline, validates their answers and lets them save progress.
4. When finished they save an answers file and send it back. You import it into the draft and generate the document.

Why firms like it

• No accounts, passwords or portal invitations for clients.
• The form cannot send data anywhere; its security policy blocks all network access.
• Answers arrive as one tidy file instead of an email thread.

Client intake forms are part of Clausery Pro. Read the intake documentation for details.

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